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  • Hacker News
  • This is AI Alzheimers not AI psychosis.
    by chews
  • Masayoshi Son for me has always been the best living example of survival bias. Got very lucky once, been taking terrible decisions ever since. Zuckerberg is another great example.
    by camillomiller
  • This makes no sense. Masa has at least 2 extraordinary investments and Zuck bought Insta for 1 billion USD.
    by piker
  • Softbank is a codesmell. If u have worked for a Softbank startup, you'd know. I don't use any Softbank backed services. The employees are in extreme stress. Nothing good can come out of that environment than money printing for the big dogs.
    by burnermore
  • (2020)
    by kencausey
  • Their 30 year plan slide deck was easily the best. That’s where the sorrow slide is from.

    Wild that decks like that get produced and approved by such a big company

    by Havoc
  • I once has the displeasure of using a SoftBank SIM in Japan which relentlessly spammed my phone with unblockable ads. The continuing survival of this company is proof that billionares that got lucky once cannot possibly fail.
    by fsh
  • This feels like the same PE theory / sell job: "Untapped value that can only be unlocked with PMaaS - Professional Management as a Service", only scaled up "because AI". They're trying to change the narative so that SB has a huge intrinsic value, while it's common knowledge that venture funding is a hit-driving business. I don't blame them but it's total bullshit. Funds do this when they're out of ideas and throw a lot of very expensive spaghetti at the wall to see what sticks.
    by skeeter2020
  • the one on top didn't work for me, this one did: https://archive.is/oe6NR
    by freefaler
  • The baffling thing is how SoftBank still hasn't gone under.
    by drumhead
  • Lucky bets that paid off enough to cover thousands of bad investments.
    by zipy124
  • One of Masayoshi Son's recent slideshows has been doing the rounds on the FediVerse this week. If you've seen people making odd comments about 'Goose was not valued.' or 'Goose value 71.' or 'eggs do not lay eggs' over the past few days then Son's 2026 presentation to shareholders is what they are going on about.

    * https://discuss.systems/@dev/116807460725864716

    This is the context that a lot of us didn't have. Son has been doing this since 2010, the goose laying golden eggs going back to at least 2014, and the 2020 earnings report having a run of 23 slides of geese and eggs. Other weird things over the years have included dog telepathy and a representation of COVID-19 as flying unicorns jumping out of a ditch. As the Bloomberg people pointed out, this significantly came to the attention of the world outwith Japan, which largely boggled at some of the slideshows sans context, in 2019 and 2020. Part of the world is discovering this afresh in 2026.

    * https://vice.com/en/article/these-delusional-powerpoint-slid...

    * https://trillium.substack.com/p/golden-geese-stirring-the-po...

    * https://group.softbank/system/files/pdf/ir/presentations/202...

    * https://group.softbank/media/Project/sbg/sbg/pdf/ir/presenta... (https://group.softbank/en/news/webcast/20100625_01_en)

    Some of the criticism over the years has focussed not on the more oddball aspects of these slideshows, but on the stereotypical way in which the graphs with projections just suddenly make lines shoot upwards.

    by JdeBP
  • TBF the presentation as a whole makes a lot more sense than the 4 slides out of context.
    by rendaw
  • Here's an example of his latest presentation slides: https://group.softbank/media/Project/sbg/sbg/pdf/ir/investor...
    by nippoo
  • ASI as Alien Slop Intelligence is already here. The next phase is hardening the slop, I suppose.
    by akomtu
  • Really blurs the like between genius and crazy
    by financetechbro
  • I can't speak to the numbers, but the values it espouses sound reasonable.
    by esafak
  • I love slide 18 with the implication that researchers don't create and engineers don't think.
    by littlekey
  • Goose value 0?
    by vavos
  • Skimmed through this hoping it was some sort of joke, and there was a genuine "gotcha" moment before diving into the stuff professional analysts spend lots of time examining.

    Turns out, the joke was on me. I got pictures of fucking geese.

    by NickC25
  • Slide number 55 is a beauty.
    by helloplanets